See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,566 | $189,613-96.5% | $167,512-96.1% | $142,382-95.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.59% | 2024.68%-2004.1pp | 1615.79%-1595.2pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,905 | $4,349-56.2% | $3,882-50.9% | $4,299-55.7% |
| Participant deferral / active EE | $2,351 | $6,981-66.3% | $6,405-63.3% | $6,507-63.9% |
| Admin fee / account holder | $44 | $10,528-99.6% | $9,769-99.6% | $12,624-99.7% |